Ss&h Financial Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001911735

Type: FundHoldings: 122Value: $268.1MLatest: 2025Q1

SS&H Financial Advisors, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 122 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "MU",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  "GOOGL",
  "T",
  "CAT",
  "CP.TO",
  "D",
  "WTRG",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "ITW",
  "EMR",
  "META",
  "LRCX",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "GE",
  "ORCL",
  "NOC",
  "PEP",
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "MAS",
  "SPGI",
  "SHOP",
  "SLB",
  "O",
  "RTX",
  "GLD",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TJX",
  "DTM",
  "SCHW",
  null,
  "TSCO",
  null,
  "GPN",
  "ATO",
  "AFL",
  "APH",
  "EL",
  "DRI",
  "F",
  "AEP",
  "AMZN",
  null,
  "HII",
  "USB",
  "VTRS",
  "V",
  "WMT",
  "DTE",
  "FLR",
  "NSC",
  "SJM",
  null,
  "MCK",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CDW",
  "CVX",
  "CRUS",
  "CSCO",
  "CLX",
  "KO",
  "CMA",
  "CL",
  "COP",
  "COST",
  "GLW",
  "DE",
  null,
  "NEE",
  "NKE",
  "MAR",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "AWK",
  "MO",
  "XLK",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 122
Total Value: 268057
Accession Number: 0001911735-25-000002
Form Type: 13F-HR
CIK: ssh-financial-advisors
Manager Name: Ssh-Financial-Advisors

Data Enrichment

95% identified

116 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

122 positions • $268.1K total value

SEC FilingSEC DataHachi Filing

Manager:

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:105.4K

Value:$25.9M

% of Portfolio:9645.0% ($25.9M/$268.1K)

Apple Inc.

AAPL|037833100

Shares:79.9K

Value:$17.7M

% of Portfolio:6618.4% ($17.7M/$268.1K)

MICROSOFT CORP

MSFT|594918104

Shares:43.9K

Value:$16.5M

% of Portfolio:6143.5% ($16.5M/$268.1K)

NVIDIA CORP

NVDA|67066G104

Shares:142.8K

Value:$15.5M

% of Portfolio:5772.3% ($15.5M/$268.1K)

AbbVie Inc.

ABBV|00287Y109

Shares:40.9K

Value:$8.6M

% of Portfolio:3196.0% ($8.6M/$268.1K)

AMAZON COM INC

AMZN|023135106

Shares:43.0K

Value:$8.2M

% of Portfolio:3054.9% ($8.2M/$268.1K)

PROCTER & GAMBLE Co

PG|742718109

Shares:44.1K

Value:$7.5M

% of Portfolio:2802.8% ($7.5M/$268.1K)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:24.8K

Value:$6.2M

% of Portfolio:2301.7% ($6.2M/$268.1K)

S&P Global Inc.

SPGI|78409V104

Shares:11.9K

Value:$6.0M

% of Portfolio:2253.3% ($6.0M/$268.1K)

ORACLE CORP

ORCL|68389X105

Shares:42.4K

Value:$5.9M

% of Portfolio:2211.8% ($5.9M/$268.1K)

Alphabet Inc.

GOOG|02079K107

Shares:30.5K

Value:$4.8M

% of Portfolio:1779.5% ($4.8M/$268.1K)

EXXON MOBIL CORP

XOM|30231G102

Shares:37.4K

Value:$4.4M

% of Portfolio:1659.0% ($4.4M/$268.1K)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:68.5K

Value:$4.2M

% of Portfolio:1577.6% ($4.2M/$268.1K)

UNION PACIFIC CORP

UNP|907818108

Shares:17.7K

Value:$4.2M

% of Portfolio:1563.1% ($4.2M/$268.1K)

AMGEN INC

AMGN|031162100

Shares:13.1K

Value:$4.1M

% of Portfolio:1519.8% ($4.1M/$268.1K)

Merck & Co., Inc.

MRK|58933Y105

Shares:43.8K

Value:$3.9M

% of Portfolio:1466.1% ($3.9M/$268.1K)

PEPSICO INC

PEP|713448108

Shares:26.0K

Value:$3.9M

% of Portfolio:1453.0% ($3.9M/$268.1K)

AT&T INC.

T|00206R102

Shares:131.6K

Value:$3.7M

% of Portfolio:1388.1% ($3.7M/$268.1K)

VISA INC.

V|92826C839

Shares:9.5K

Value:$3.3M

% of Portfolio:1247.5% ($3.3M/$268.1K)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:53.9K

Value:$3.3M

% of Portfolio:1226.2% ($3.3M/$268.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	105.4K	QoQ -1.06% (-1.1K) YoY -0.20% (-213)	All Managers (Combined)	$25.9M	9645.0% ($25.9M/$268.1K)	QoQ +1.24% (-$0) YoY +22.22% (-$5)
Apple Inc.(AAPLcusip037833100)	79.9K	QoQ -1.07% (-870) YoY +1.20% (+953)	All Managers (Combined)	$17.7M	6618.4% ($17.7M/$268.1K)	QoQ -12.25% (-$2) YoY +31.10% (+$4)
MICROSOFT CORP(MSFTcusip594918104)	43.9K	QoQ -2.04% (-916) YoY +10.63% (-4.2K)	All Managers (Combined)	$16.5M	6143.5% ($16.5M/$268.1K)	QoQ -12.76% (-$2) YoY -1.28% (-$0)
NVIDIA CORP(NVDAcusip67066G104)	142.8K	QoQ +1.25% (-1.8K) YoY +901.71% (+128.5K)	All Managers (Combined)	$15.5M	5772.3% ($15.5M/$268.1K)	QoQ -18.28% (-$3) YoY +20.15% (+$3)
AbbVie Inc.(ABBVcusip00287Y109)	40.9K	QoQ -1.38% (-573) YoY -1.29% (-538)	All Managers (Combined)	$8.6M	3196.0% ($8.6M/$268.1K)	QoQ +16.27% (-$1) YoY +13.57% (-$1)
AMAZON COM INC(AMZNcusip023135106)	43.0K	QoQ -0.65% (-285) YoY +5.27% (+2.2K)	All Managers (Combined)	$8.2M	3054.9% ($8.2M/$268.1K)	QoQ -13.85% (-$1) YoY +11.03% (+$1)
PROCTER & GAMBLE Co(PGcusip742718109)	44.1K	QoQ -1.42% (-637) YoY -2.51% (-1.1K)	All Managers (Combined)	$7.5M	2802.8% ($7.5M/$268.1K)	QoQ +0.20% (-$0) YoY +2.39% (-$0)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	24.8K	QoQ -0.99% (-250) YoY -1.46% (-370)	All Managers (Combined)	$6.2M	2301.7% ($6.2M/$268.1K)	QoQ +11.95% (-$1) YoY +28.30% (-$1)
S&P Global Inc.(SPGIcusip78409V104)	11.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.0M	2253.3% ($6.0M/$268.1K)	QoQ +2.00% (+$0) YoY +19.43% (+$1)
ORACLE CORP(ORCLcusip68389X105)	42.4K	QoQ -1.08% (-467) YoY -1.20% (-517)	All Managers (Combined)	$5.9M	2211.8% ($5.9M/$268.1K)	QoQ -17.01% (-$1) YoY +9.97% (-$1)
Alphabet Inc.(GOOGcusip02079K107)	30.5K	QoQ +25.34% (+6.2K) YoY +37.11% (+8.3K)	All Managers (Combined)	$4.8M	1779.5% ($4.8M/$268.1K)	QoQ +2.80% (+$0) YoY +40.70% (+$1)
EXXON MOBIL CORP(XOMcusip30231G102)	37.4K	QoQ -1.20% (-457) YoY -1.07% (-407)	All Managers (Combined)	$4.4M	1659.0% ($4.4M/$268.1K)	QoQ +9.20% (-$0) YoY +1.22% (-$0)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	68.5K	QoQ -2.83% (-2.0K) YoY -0.65% (-450)	All Managers (Combined)	$4.2M	1577.6% ($4.2M/$268.1K)	QoQ +1.26% (-$0) YoY +22.86% (-$1)
UNION PACIFIC CORP(UNPcusip907818108)	17.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.2M	1563.1% ($4.2M/$268.1K)	QoQ +3.58% (+$0) YoY -3.94% (-$0)
AMGEN INC(AMGNcusip031162100)	13.1K	QoQ +1.94% (+250) YoY +24.79% (+2.6K)	All Managers (Combined)	$4.1M	1519.8% ($4.1M/$268.1K)	QoQ +21.83% (+$1) YoY +36.75% (+$1)
Merck & Co., Inc.(MRKcusip58933Y105)	43.8K	QoQ +8.46% (-3.4K) YoY +8.87% (-3.6K)	All Managers (Combined)	$3.9M	1466.1% ($3.9M/$268.1K)	QoQ -2.14% (-$0) YoY -25.91% (-$1)
PEPSICO INC(PEPcusip713448108)	26.0K	QoQ -1.07% (-283) YoY -3.43% (-925)	All Managers (Combined)	$3.9M	1453.0% ($3.9M/$268.1K)	QoQ -2.45% (-$0) YoY -17.25% (-$1)
AT&T INC.(Tcusip00206R102)	131.6K	QoQ -0.90% (-1.2K) YoY -6.07% (-8.5K)	All Managers (Combined)	$3.7M	1388.1% ($3.7M/$268.1K)	QoQ +23.04% (-$1) YoY +50.95% (-$1)
VISA INC.(Vcusip92826C839)	9.5K	QoQ +0.01% (+1) YoY +3.48% (+321)	All Managers (Combined)	$3.3M	1247.5% ($3.3M/$268.1K)	QoQ +10.87% (+$0) YoY +29.96% (+$1)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	53.9K	QoQ 0.00% (+0) YoY +12.00% (+5.8K)	All Managers (Combined)	$3.3M	1226.2% ($3.3M/$268.1K)	QoQ +7.80% (+$0) YoY +25.98% (+$1)